See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,442 | $101,618-16.9% | $93,063-9.3% | $137,256-38.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.15% | 223.95%-216.8pp | 34.15%-27.0pp | 220.34%-213.2pp |
| Employer contribution / active EE | $3,042 | $2,707+12.4% | $2,476+22.9% | $4,156-26.8% |
| Participant deferral / active EE | $13,112 | $4,279+206.4% | $3,958+231.3% | $6,407+104.7% |
| Admin fee / account holder | $4,986 | $6,198-19.6% | $6,033-17.4% | $12,270-59.4% |